Richard James Lubecki
Investment adviser representative at Spc
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$6.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- SpcOct 2018 to now
- Sigma Financial CorporationOct 2018 to now
- Evergreen Insurance, LLCJun 2005 to now
- Ameriprise Financial Services, IncJun 2018 to Oct 2018
- Investment Professionals, IncNov 2006 to Sep 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (PA).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2151021
- Firm CRD
- 110692